Position in SBUX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,606,528
-$34,760 QoQ
Shares Held
15,721
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#865
of 2,390 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBUX Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $7,319,253 across 3 Restaurants names. SBUX ranks #3 (21.9% of the industry book) .
All Filings in SBUX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606,528 | 15,721 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,641,288 | 18,320 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,018,928 | 35,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,244,410 | 38,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,049,954 | 44,199 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,551,713 | 26,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $733,467 | 8,038 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,056,161 | 21,091 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,779,106 | 22,853 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,645,192 | 28,944 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,280,661 | 34,170 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,289,280 | 63,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,205,582 | 61,780 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||